More than planners, partners

Our financial advisors offer the experience, perspective and knowledge of a seasoned professional team, but most important, we offer partnership. We believe in investing in your goals as if they were our own and helping you plan for life – and all its facets – as you see it.

Leadership Team

Stephen
Stephen F. Fricke Complex Manager
Lydia
Lydia Woodruff Complex Administrative Manager
Salima
Salima Mohamed Senior Branch Operations Specialist
Karrie
Karrie L. Verduin Branch Administrative Manager

Your Team Members
Chris Barfield, CLU® Senior Vice President, Wealth Management

Chris Barfield Wealth Management of Raymond James

View Website
Theresa
Teri Neitzel Benson, CEPA Financial Advisor

Pando Partners Wealth Management of Raymond James

View Website
Allen
Allen D. Brinckerhoff Senior Vice President, Investments

Brinckerhoff Financial Group of Raymond James

View Website
David
David A. Brinckerhoff, CFP® Senior Vice President, Investments

Brinckerhoff Financial Group of Raymond James

View Website
Matthew
Matthew L. Brinckerhoff, AAMS® Associate Vice President, Investments

Brinckerhoff Financial Group of Raymond James

View Website
Marcos
Marcos Cigagna, J.D. Managing Director

Pluris Wealth Management of Raymond James

View Website
Keith
Keith A. Davis, CFP®

Executive Wealth Management of Raymond James

View Website
Yahaira
Yahaira Fernandez, CRPCTM Vice President, Wealth Management

Pluris Wealth Management of Raymond James

View Website
Scott
Scott C. Mahnken, CFP® Senior Vice President, Investments

Mahnken Wealth Management of Raymond James

View Website
Sandra
Sandy Martin, CFP® Vice President, Investments

Sandy Martin of Raymond James

View Website
Dennis
Dennis E. Michels, CFP® Senior Vice President, Investments

Michels Wealth Management of Raymond James

View Website
Deric
Deric Milligan, CFP® Financial Advisor View Website
Rene
Rene Alberto Naranjo, AAMS® Financial Advisor
Alan
Alan T. Patten, WMSTM Associate Vice President, Investments View Website
John
John E. Pinkley, CFP® Senior Vice President, Wealth Management

Achievement Financial Group of Raymond James

View Website
Richard
Richard Sane, CFA® Senior Vice President, Investments

Blue Ink Advisory of Raymond James

View Website
Tyson
Tyson R. Smith, AAMS® First Vice President, Wealth Management

The Tyson Smith Group of Raymond James

View Website
Timothy
Timothy J. Tracey, CFP® Senior Vice President, Investments View Website
Gregory
Greg Vandergrift, CFP® Managing Director

Vandergrift Financial Group of Raymond James

View Website
Glenn
Glenn Wheelock Vice President, Investments

Wheelock Wealth Solutions of Raymond James

View Website
Kirsty
Kirsty Walker, MBA Vice President, Investments View Website

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use